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Atria Wealth Solutions, Inc.: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on IVE, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 131,284 IVE shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 131,284 shares
    Change vs previous 13F -115,297 shares

    0.58% of the 13F portfolio, value $25,729,085.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 246,581 shares
    Change vs previous 13F +51,242 shares

    0.57% of the 13F portfolio, value $46,993,616.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 195,339 shares
    Change vs previous 13F +1,018 shares

    0.41% of the 13F portfolio, value $37,286,512.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 194,321 shares
    Change vs previous 13F +1,738 shares

    0.42% of the 13F portfolio, value $38,314,345.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 192,583 shares
    Change vs previous 13F +20 shares

    0.39% of the 13F portfolio, value $35,052,177.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 192,563 shares
    Change vs previous 13F +120,380 shares

    0.41% of the 13F portfolio, value $35,972,619.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 72,183 shares
    Change vs previous 13F +1,292 shares

    0.16% of the 13F portfolio, value $12,551,811.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 70,891 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $10,931,277.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).